Mortgage Lead Outreach Specialist

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

JPMorgan Chase & Co. in Tempe, AZ is seeking a Proactive Outreach Agent to connect potential customers with Home Lending Advisors and help drive mortgage growth. You will manage various lead types, initiate contact, and ensure timely transfers to the right advisor.

The role emphasizes teamwork, strong communication, data accuracy, and compliance with lending regulations. Candidates should have a High School Diploma or GED, call center experience preferred, and be willing to work hours that

Qualifications

• High School Diploma or GED required.
• Familiarity with mortgage originations or servicing systems preferred.
• Call center experience preferred.

Responsibilities

• Efficiently manage and prioritize a variety of lead types, ensuring timely follow-up and transfers to Home Lending Advisors
• Initiate contact with potential customers, provide information, and assist in connecting them with the right advisor
• Respond to customer application leads, address inquiries, and facilitate smooth transitions
• Leverage multiple shared mailboxes and systems, maintaining data integrity and quality for all records
• Foster strong relationships with internal partners and customers through real-time communication and follow-up
• Contribute to the development and refinement of procedures, templates, and job aids to enhance lead management
• Partner with the Sales teams to support overall objectives and foster a cooperative, dynamic work environment
• Ensure all activities comply with relevant regulations and company policies
• Demonstrate a commitment to customer service through helpful, empathetic, and positive interactions

Skills

Teamwork

Microsoft Office

Communication skills

Attention to detail

Compliance knowledge

Customer service

Time management

Education

High School Diploma or GED

Some College

Tools

Outlook

Excel

CRM systems

Job description

JPMorgan Chase & Co. in Tempe, AZ is seeking a Proactive Outreach Agent to connect potential customers with Home Lending Advisors and help drive mortgage growth. You will manage various lead types, initiate contact, and ensure timely transfers to the right advisor.

The role emphasizes teamwork, strong communication, data accuracy, and compliance with lending regulations. Candidates should have a High School Diploma or GED, call center experience preferred, and be willing to work hours that